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AAPL icon

InvesTrust’s Apple AAPL Stock Holding History

InvesTrust’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.35M Sell
25,406
-671
-3% -$192K 2.83% 6
2026
Q1 		$6.62M Sell
26,077
-508
-2% -$132K 2.78% 7
2025
Q4 		$7.23M Sell
26,585
-2,106
-7% -$565K 2.79% 8
2025
Q3 		$7.31M Sell
28,691
-365
-1% -$82.5K 2.68% 8
2025
Q2 		$5.96M Sell
29,056
-13,740
-32% -$2.77M 2.3% 10
2025
Q1 		$9.51M Sell
42,796
-448
-1% -$104K 2.6% 4
2024
Q4 		$10.9M Buy
+43,244
New +$10.2M 3.02% 2

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

InvesTrust's AAPL Position: Q2 2026 in Review

InvesTrust reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $192K and leaving 25,406 shares worth $7.35M. The position accounts for 2.83% of the portfolio, ranked #6.

InvesTrust first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • InvesTrust held 25,406 shares of Apple worth $7.35M as of Q2 2026.
  • InvesTrust sold 671 Apple shares in Q2 2026, an estimated $192K.
  • Apple made up 2.83% of InvesTrust's portfolio in Q2 2026, its #6 holding.
  • InvesTrust first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Apple position peaked at $10.9M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.